Investment Consultant - Fund Sponsor Consulting Group

Client Responsibilities

Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education

• Collaborate on asset/liability and asset/spending studies, asset allocation reviews, and investment structure analysis
• Monitor existing client portfolios by reviewing periodic performance measurement reports, attending ad-hoc manager meetings, and collaborating on annual manager reviews
• Lead searches for new investment managers, either for new allocations or to replace existing managers
• Research and respond promptly to all client requests
• Present information and research to clients in various settings
• Be responsive to clients and colleagues and strive for excellence in all areas

Client Education

• Assist in developing customized educational information and/or presentations for clients
• Coordinate research efforts for clients
• Contribute to topical white papers, blog posts, and other research
• Represent Callan and participate (or present) at industry events, including events hosted by Callan
• Prospective Clients/New Business Generation: Actively generate new client relationships
• Research prospective clients and work collaboratively with consultants across the firm, as necessary
• Collaborate with associate consultants to contribute to writing high-quality requests for proposal (RFPs)
• Work closely with associate consultants to create and customize finals presentation materials
• Develop and actively participate in finals presentations
• Career Development & Culture: Foster our collaborative and client focused culture
• Care about and contribute to the career development of our associate consultants and analysts
• Contribute positively to internal teams to make Callan a better company for our clients and for our colleagues

Job Skills & Requirements

Skills

• Knowledge of the capital markets in general and the institutional investment landscape in particular
• Ability to form supportable opinions and recommendations and succinctly communicate to coworkers and clients
• Ability to work with a team in a collegial and collaborative fashion and share ideas in a constructive manner
• Strong time and project management skills and ability to adjust priorities during particularly busy periods
• Success managing multiple client relationships and projects simultaneously
• Ability to communicate clearly, concisely, and confidently in writing and in presentations

• Demonstrated passion for learning and seeking new ideas
• Success in developing new client relationships
• Characteristics: Detail-oriented
• Active listener
• Self-motivated and proactive
• Emphasis on team over self
• Willingness and ability to travel
• Ongoing desire to learn and a drive to continually improve
• Ability to work effectively in a small- to mid-sized organization

Education and Experience

• Bachelor’s degree required
• CFA and/or CAIA designations preferred, or progress toward one or both designations
• 7-10+ years of experience, some or all in an investment consulting capacity

Compensation, Benefits & Training

At Callan, you can expect

• A generous compensation and benefits package, including base salary, bonus, 401(k) matching, profit-sharing, health/medical/dental/vision benefits, monthly communications stipend, tuition assistance, and more
• Training for all Callan databases, research, and other systems
• Access to team-building events, community outreach opportunities, and wellness events
• As an employee-owned firm, Callan is committed to giving long-term successful professionals an opportunity to become equity partners.